Phoenix - Your AI AssistantPrepare your UK Self Assessment tax return
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What you get with this Offer
I provide UK Self Assessment tax return preparation for individuals and sole traders, helping you organise your income, expenses, and tax information accurately and efficiently.
What's included in this Offer:
✓ Review of income and tax information
✓ Sole trader income and expense review
✓ Employment income review
✓ Bank interest and other income review
✓ Pension contribution review
✓ Dividend income review
✓ Property income review, where applicable
✓ Allowable expense review
✓ Capital allowance review, where applicable
✓ Taxable profit calculation
✓ Self Assessment tax computation
✓ SA100 and relevant supplementary pages
✓ Review of tax calculation before submission
I can work with information from:
Xero | QuickBooks | FreeAgent | Sage | Excel | HMRC records
What you will receive:
A completed Self Assessment tax return prepared from the information you provide, plus a tax calculation for your review.
This Offer covers one straightforward UK Self Assessment tax return for one individual for one tax year.
Not included: complex tax planning, specialist tax advice, partnership tax returns, non-resident tax cases, complex property or foreign income matters, capital gains calculations requiring extensive analysis, inheritance tax advice or historical tax investigations. I can arrange these separately if required.
I will flag missing or unusual information rather than making assumptions.
Please provide all required information before starting the project.
What the Freelancer needs to start the work
To begin your Self Assessment tax return, I will need:
1. Your full name and relevant personal details.
2. Your UTR (Unique Taxpayer Reference), where applicable.
3. The tax year to be prepared.
4. Previous year's Self Assessment tax return and tax calculation, where applicable.
5. Employment P60/P45 and relevant payslips, where applicable.
6. Sole trader income records and bookkeeping records, where applicable.
7. Business expense records and supporting information.
8. Bank interest information.
9. Dividend income information.
10. Pension contribution information.
11. Property or rental income and expense information, where applicable.
12. Capital gains information, where applicable.
13. Details of any other taxable income.
14. Details of tax already paid or payments on account.
15. Any HMRC correspondence relevant to the tax return.
16. Any specific information or instructions relating to your tax affairs.
Please ensure all required records and information are provided before the work begins. There will be delays if this information is not available firsthand.